WESPAC ADVISORS SOCAL, LLC

STONEMARK WEALTH MANAGEMENT

PASADENA, California·3 registered advisors·CRD# 158413

SEC# 801-772861626-304-9888

01

Firm Overview

AUM

$427M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WESPAC ADVISORS SOCAL, LLC

3 registered advisors

Joseph Peter Traba

PASADENA, California

PASADENA, California

Wade Steven Perry

PASADENA, California

05

Office Locations

PASADENA, California

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Data sourced from SEC Form ADV filings. WESPAC ADVISORS SOCAL, LLC (CRD# 158413) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.